Overview

Our client who runs a small to mid-sized CPA firm located in California, is seeking a skilled and experienced Tax Partner to lead their tax practice. The ideal candidate will have significant expertise in tax planning, compliance, and advisory services, with a strong history of serving diverse clients, including individuals and businesses. This role demands leadership, technical knowledge, and a commitment to client-focused solutions to drive practice growth, mentor teams, and deliver effective tax strategies.

Key Responsibilities

Tax Strategy and Planning: Develop and implement effective tax strategies to minimize tax liabilities for clients across various industries, including real estate, manufacturing, and professional services.
Client Advisory: Act as a trusted advisor for clients, providing guidance on tax, business, and financial planning to support their financial goals.
Practice Leadership: Oversee the tax practice, managing a substantial client portfolio, driving revenue growth, and ensuring high-quality service delivery while fostering a client-centric culture.
Team Management: Lead and mentor a team of tax professionals, promoting a collaborative environment with high technical standards and efficient workflows.
Business Development: Grow the client base through referrals, networking, and delivering value-added services. Enhance engagement profitability by demonstrating service value.
IRS and State Representation: Manage tax audits and represent clients before IRS and state authorities, achieving favorable resolutions through effective negotiation.
Technical Expertise: Maintain proficiency in tax regulations and strategies, including partnerships, trusts, and other structures, while adapting to legislative changes.
Revenue and P&L Management: Oversee the financial performance of the tax practice, optimizing revenue streams and improving profitability.
Specialized Engagements: Structure complex transactions, such as business sales or estate plans, to achieve tax efficiency and client objectives.
Compliance and Consulting: Supervise preparation of tax returns for individuals, businesses, and entities while offering consulting services, such as financial planning or due diligence.

Qualifications

Experience: 10–15 years in public accounting, with significant experience in a leadership role managing client portfolios and professional teams.
Technical Skills: Strong knowledge of tax regulations, planning strategies, and compliance for various entity types. Familiarity with audit representation and tax-efficient structures.
Leadership: Demonstrated ability to lead teams, drive practice growth, and manage financial performance.
Client Management: Proven success in building and maintaining client relationships across diverse industries and income levels.
Business Acumen: Ability to enhance profitability through strategic pricing and value-driven services. Experience growing client engagements and implementing proactive tax planning.
Education and Credentials: Bachelor’s degree in Accounting or related field; advanced degree in Taxation or Accounting preferred. Licensed CPA required.
Professional Affiliations: Membership in professional organizations, such as the American Institute of Certified Public Accountants (AICPA), is a plus.
Communication: Strong interpersonal and communication skills to build client trust and foster team collaboration.

Preferred Attributes

Experience with high-value transactions or complex tax planning for businesses and individuals.
History of successful audit outcomes and tax-saving strategies.
Ability to provide additional advisory services, such as financial consulting or business strategy.
Success in supporting businesses at various growth stages, from startups to established firms.

Compensation and Benefits

Competitive partnership-level compensation, including potential equity or profit-sharing opportunities.
Comprehensive benefits package, including health, dental, vision, and retirement plans.
Support for professional development and licensure maintenance.